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Mw20cg6vmjq145s5wj8

Account Coordinator #9566

Midwest Search Group Clive Full-Time
$45,000.00 - $50,000.00 / year
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Midwest Professional Staffing is recruiting for an Account Coordinator to help out one of our clients in the insurance industry in West Des Moines, IA! This person will be responsible for day to day activities surronding retirement planning customers.
Hours: Monday-Friday 8AM-5PM
Pay: $45,000-50,000
Type: Direct Hire
Responsibilities:
  • Schedule and prepare materials for retirement plan reviews, as well as individual brokerage and advisory clients
  • Market retirement plans
  • Enter and maintain client data and account information
  • Respond to client questions and requests in a professional and timely manner
  • Maintain broker/dealer compliance files
  • Recomment changes to processes and procedures to streamline processes and improve team efficiency
Requirements:
  • College degree required
  • Experience working with retirement plans and individual securitites/advisory clients
  • High attention to detail and great organizational skills
  • Knowledge of retirement plans, mutual funds, retirement planning and investment products
  • Proficient with Microsoft Office products
  • Ability to learn financial/retirement planning software
We are a staffing firm dedicated to connecting talented candidates with outstanding companies. Midwest Professional Staffing is an equal opportunity employer. Join our team and reach your true potential!

Recommended skills

Streamlining
Microsoft Office
Brokerage
Scheduling
Retirement Planning
Finance
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Midwest Search Group has been steadily growing and matching exceptional talent with exceptional employment opportunities since 2000. In January 2003, we added Midwest Professional Staffing, to provide additional recruiting talent for temporary, temporary to hire and full time job opportunities. In January 2005, we launched another new branch of our business, Midwest Professional Staffing - IT, specializing in full time IT positions, as well as IT consulting.

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